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NONA LUCILE ROSA
NONA GUNSTANSON, MONA LUCILE IVEY, NONA LUCILE IVEY
CRD#: 2893391
IA
Investment Adviser
B
Broker
AVANTAX ADVISORY SERVICESCRD#: 104556 3200 OLYMPUS BLVD
SUITE 100
DALLAS, TX 75019
AVANTAX INVESTMENT SERVICES, INC.CRD#: 13686 3200 OLYMPUS BLVD
SUITE 100
DALLAS, TX 75019
Registration History
1998200020022004200620082010201220142016201820202022202420262 FIRMS2015 - 2019 (4 years)2 FIRMS2019 - Present (5 years)BHD VEST INVESTMENT SERVICES (CRD# 13686)1997 - 2015 (17 years)
License(s)

State Registrations

B
Texas 10/25/2019

IA
Texas 10/25/2019

SRO Registrations

Not all jurisdictions require IAR registration or may have an exemption from registration.
Current Registration(s)
IA
AVANTAX ADVISORY SERVICES (CRD#:104556)
3200 OLYMPUS BLVD SUITE 100, DALLAS, TX 75019
Registered with this firm since 10/25/2019

B
AVANTAX INVESTMENT SERVICES, INC. (CRD#:13686)
3200 OLYMPUS BLVD SUITE 100, DALLAS, TX 75019
Registered with this firm since 10/25/2019

Previous Registration(s)
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IA
09/04/2015 - 10/25/2019 1ST GLOBAL ADVISORS INC (CRD#:111133) DALLAS, TX
B
09/04/2015 - 10/25/2019 1ST GLOBAL CAPITAL CORP. (CRD#:30349) DALLAS, TX
B
09/15/1997 - 08/31/2015 HD VEST INVESTMENT SERVICES (CRD#:13686) Irving, TX
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B
Broker
IA
Investment Adviser
Disclosures
Disclosures can be customer complaints or arbitrations, regulatory actions, employment terminations, bankruptcy filings and certain civil or criminal proceedings that they were a part of.